The Catalpa Handbook
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Our Handbook
Our Handbook
A practical guide to how we work at Catalpa, with policies, tools, and playbooks to support high-quality delivery.
Our Handbook
Handbook guidelines
Please follow these guidelines and remind others of them
Our Handbook
REACH - Chatgpt for Catalpa handbook
Catalpa
Catalpa
Context on who we are, our mission, governance, and key products.
Catalpa
1.1 About Catalpa
Catalpa is a global development organisation creating change through human-centred design and technology.
Catalpa
1.2 Vision, Values and Strategic Plan 2022
Catalpa
1.3 Governance at Catalpa
Catalpa
1.4 Organisational structure of Catalpa
Catalpa
1.5 Our projects and key contacts for each
Catalpa
Bero
Here is some background information to help you understand Bero and the rules and conventions to correctly use Bero.
Catalpa
Content
Catalpa
Exams
Catalpa
Targeting Content to Users
Catalpa
Resizing images for Bero
Catalpa
Design
These are some design principles for Bero
Catalpa
Requirements
Catalpa
Theming
Applying different brands to Bero implementations
Catalpa
Gathr
Catalpa
Openly
People
People
Guidance on ways of working, team culture, and people practices.
People
2.1 How we work and the tools we use
People
Google Drive
People
Trello
People
Github
People
InVision
People
2.2 Communicating internally
People
How we meet at Catalpa
People
All Hands Stand-up (weekly / Mondays)
People
Town Halls
People
Tutorial Tuesdays
People
Show & Tell
People
Guide to Slack
How we use Slack at Catalpa
People
Team meetings
People
2.3 Mission Driven Teams
People
2.4 Recruitment and Onboarding
People
Hiring Guidelines
Catalpa is committed to hiring the best talent through a transparent and fair hiring process
People
Offboarding
Onboarding and Offboarding are the bookends of a staff member's time at Catalpa. Offboarding is the process of helping someone leave Catalpa.
People
2.5 How we support our people to thrive
People
Onboarding a new hire
A solid employee onboarding process matters.
People
Onboarding Trello
People
Onboarding buddy guide
Bringing a new hire onboard is exciting.
People
30/60/90 Day Plan
At Catalpa we view someone’s first 90 days as a period of learning, discovery, and relationship building. The idea is to make someone feel comfortable, informed, and confident.
People
Goal Setting
People
Regular work/task based 1X1's
People
Quarterly Catch Up's
At Catalpa we strive to create a supportive work environment that fosters creativity, diversity of people and ideas and that allows each of us to explore our potential.
People
360 Feedback
People
Managers - Managing Underperformance
People
2.7 Leave and public holidays
People
Leave
Leave Entitlements and Procedures
People
Public Holidays
Public Holiday Entitlements
People
Time off in lieu (TOIL)
People
2.8 Supporting our Mental Health
People
2.9 Working from home & remotely
Many of our people at Catalpa work fully or partly from home or remotely. Here are some guidelines to help set you up to work remotely like a pro.
People
3.0. Learning & Development Allowance
Communications
Communications
Standards and resources for internal and external communication.
Communications
3.1 Guide to Communication
Communications
Describing Catalpa
Use the below descriptions to explain who we are.
Communications
Guide to photography
Communications
Guide to social media
Communications
Writing: style guide
These simple writing guides are intended to create consistency across Catalpa. Our goal is to communicate clearly, concisely and with purpose.
Communications
Writing: grammar
Communications
3.2 Procedures for the collection, storage and use of stories, photos and video
Communications
3.3 External Complaints and Feedback Policy
Business Development
Business Development
Playbooks and process guidance for business development and bids.
Business Development
Pre-bid stage (networking & partnering)
Business Development
Networking
Business Development
Positioning for priority bids
This Guide was prepared by the Manager - Partnerships and Growth Step to provide information about what are the key activities for positioning Catalpa for priority bids in the pre-bid stage
Business Development
Tracking bid opportunities
Business Development
Partnering
Business Development
Partnership brokering
Business Development
Due diligence of downstream partners /subcontracting agencies
Business Development
Pre-bid agreements
Business Development
Go / No Go
Business Development
Go / No Go meetings
Business Development
Selection criteria and guidelines
Information about the Business Development Opportunity Selection criteria
Business Development
Tender planning and preparation
Business Development
Project planning and design pre-submission
Business Development
Key templates and links for bid planning and preparation
Business Development
Bid Writing - full proposal or concept note
Business Development
How to appoint an external bid writer
Content coming
Business Development
Key templates
Business Development
Commonly required building blocks / required materials for tenders
Content coming
Business Development
Guides
Content on its way
Business Development
After a bid has been submitted
This information relates to the work needed after a bid submission, at the interview stage and after the award to support a good handover to the program management team
Project Management
Project Management
Methods, tools, and guidance for project and product delivery.
Project Management
Mobilising a new project
Setting up a new team and project can be a huge and overwhelming challenge. How can you ensure that you hit the ground running? How can you quickly build a collaborative and positive culture?
Project Management
Handover from BD team to PM team
The Bid Manager should coordinate with the Program Manager to 'hand over' the project so far, following the guidelines below:
Project Management
Program Summary Document
Getting everyone on the same page, means we have to get all the information on a page (ahem..) - This is the process for that.
Project Management
Team Kickoff Meeting
A kickoff is critical when starting any project, whether complex and multi-faceted or simple and straightforward. Fundamentally, it’s about alignment.
Project Management
Team Charter
A team charter can help bring everyone together to create a shared understanding of who is doing what and how you will work together.
Project Management
Planning and pre-submission design
Project Management
5.2.1 Monitoring, Evaluation & Learning
Background information about Monitoring, Evaluation and Learning
Project Management
Project-level M\&E
Project Management
Catalpa's organisational approach to MEL
Project Management
5.2.2 Risk Management
Project Management
5.2.3 Cross-cutting issues in projects
This section explains what cross-cutting issues are and how they relate to Catalpa's work
Project Management
Gender equality
Project Management
Disability inclusion
"Nothing About Me Without Me" - An introduction to Disability Inclusive Development
Project Management
Project close-out
Project Management
Product transition and handover
Project Management
Transition to governmen
Project Management
SMA
Project Management
Licenses / handover documents
Project Management
Migrating to Gov owned data-center or cloud hosting
Project Management
Post-contract implementation
Project Management
Stage 1 - Learn: Design and Discovery
The product discovery process is a fundamental step to help us understand who are we designing for and what the best solutions are to solve our challenges.
Project Management
Human Centred Design
Project Management
Our Tools
How we work is greatly influenced by the tools we use. For Interaction Design at Catalpa we have the following tools in the toolkit.
Project Management
Creating a product
A comprehensive guide to create digital products at Catalpa
Project Management
Stage 2: Create and Ideate
Project Management
Our model
Project Management
Agile Project Management
A guide to better understand how products are built at Catalpa.
Project Management
Getting started
Project Management
Product design and development phases
“We design great products that scale the impact of our programs and create value for Catalpa and for our partners.”
Project Management
0. Contracting
Project Management
1. Learn
Prepare, Discover and Empathise - Designing meaningful and innovative products begins with understanding peoples’ pains, needs, goals and behaviours.
Project Management
1.1. Prepare
Project Management
1.2. Discovery
Project Management
1.3 Empathise
Project Management
2. Create
Ideate & Implement - Prototyping a product or service helps us think realistically about how people would interact with it.
Project Management
2.1 Ideate
Project Management
2.2 Implement
Project Management
3. Refine
Build, release and test - Through feedback and usability testing, we iterate to make products and features more effective for people.
Project Management
4. Evaluate
Measure results and maintain the product - Ongoing evaluation and iteration on product development means we can enhance our products and scale our impact.
Project Management
Product Roadmap
Project Management
Defining releases
Project Management
Create the solution
Project Management
Make a global plan
Project Management
User Stories
Before getting started with Epics, you need to learn about their base component: User Stories.
Project Management
Prototyping
Project Management
Incremental development
Project Management
UX & UI
Project Management
Conducting tests
Project Management
Stage 3: Refine and Release
Project Management
Introduction and overview
Project Management
Data privacy on a project basis
Project Management
How-tos
In this section you will find detailed guides to help you with the necessary team ceremonies. Articles from the Manuals section will link here.
Project Management
Retrospective
Identify how to improve teamwork by reflecting on what worked, what didn’t, and why. We recommend running a Retrospective with your team every couple of weeks or at the end of a project milestone.
Project Management
Scrum methodology
Project Management
Daily standup
Project Management
Sprints
Project Management
Sprint prep
Project Management
Sprint meeting
Project Management
Release
Project Management
Epics
An epic is a large body of work that can be broken down into a number of smaller stories.
Project Management
Epic selection
Project Management
Epic planning
Project Management
Product Q\&A, deployment and implementation
Project Management
Make it available
Project Management
Delivery
Project Management
Stage 4: Evaluate
Project Management
Define the maintenance support plan and team
Project Management
Customer support
Project Management
Ongoing user data collection and analysis
Project Management
Glossary of Terms
Agile project management often makes use of terms that might not be recognisable if you've just arrived. Shared understanding is a key practice in Agile, so here are some terms you need to know.
Policies
Policies
Core organisational policies, compliance standards, and templates.
Policies
Policy @ Catalpa
Policies
Policies and Compliance Register
Policies
Policy Development Procedure
Policies
Safeguarding Policies
Everything you need to know about safeguarding at Catalpa
Policies
About Safeguarding Policies, Templates and Training
Policies
Child Safeguarding Policy
Policies
Prevention of Sexual Exploitation, Assault and Harassment Policy (PSEAH)
Policies
Safeguarding templates
Policies
Safeguarding training
Policies
Safeguarding procedure for collecting, storing and using images / stories
Policies
Operations, Financial and Asset Management
Policies
Vehicle Policy - PNG
Policies
Fraud, corruption, anti-money laundering, and counter terrorist financing Policy
Identifying fraud and corruption, how to detect fraud and how to manage and finalise fraud cases
Policies
Vehicle Policy - Timor Leste
Policies
Device Provision and Usage Policy
Policies
Human Resources Policies
Policies
Breastfeeding and Work Policy
Catalpa is committed to providing a supportive work environment for employees who choose to breastfeed.
Policies
Domestic and Family Violence Policy
Policies
Gender Equality Policy
As an organisation, we recognise that gender diversity makes us more effective.
Policies
Disability & Discrimination Policy
Policies
Anti-Bullying, Harassment and Discrimination Policy
Policies
Flexible Working Guidelines
These guidelines are created for staff and managers to support you in navigating the process for implementing flexible working arrangements.
Policies
Code of Conduct
Catalpa's Code of Conduct defines our values and standards of professional conduct.
Policies
International travel – visas and entry requirements
Policies
Occupational Health & Safety
Policies
Occupational Health and Safety Policy
This policy states the commitment of Catalpa to the health, safety and welfare of all people
Policies
Workplace safety checklist
Policies
Hazard report form
Policies
Incident/injury report form
Policies
OHS risk assessment template
Policies
Safety and Security Focal Point Terms of Reference
Policies
Workplace safety checklist
Policies
Information Management & Technology Policies
Policies
Data Privacy, Storage and Retention Policy
This policy describes how this personal information must be collected, handled and stored.
Policies
Artificial Intelligence (AI) Policy
Policies
Complaints and Feedback
Policies
Internal Complaints and Feedback Policy
Policies
External Complaints and Feedback Policy
Policies
Whistleblower Policy
Policies
Social and Environmental Policy
Policies
Social and Environmental Responsibility Policy
Timor Leste
Timor Leste
Ways of working in Timor-Leste, security and compliance.
Timor Leste
Security Manual
Solomon Islands
Solomon Islands
Solomon Islands
Security Manual
Papua New Guinea
Papua New Guinea
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Ways of working in Timor-Leste, security and compliance.
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Social and Environmental Policy
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